Client: Add a New Client Record

This article will walk you through the steps to Add a new Client Record.

Add a New Client Record

1. Click the +(Plus) icon next to the house icon for the first location to expand.
2. Select Clients.
3. Click the Add button to open a new Client window.
   
   
   This will bring up the Client window.
   
    
4. Enter the Name, Gender, and DOB.
   
    
5. Enter Ethnicity by selecting from the drop-down. This is a customizable field.
   
    
6. Enter Family Language by selecting from the dropdown. This is a customizable field.
   
    
7. Enter Client Language by selecting from the drop-down. This is a customizable field.
   
    
8. Enter Type, optional. This is a customizable field.
9. Enter Status by selecting from the drop-down. This is a customizable field.
   
    
10. Enter School Grade by selecting from the drop-down. This is not automatically updated every year; it must be manually changed.
    
     
11. Click Save or Save & Close when finished.

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Related Articles:

• Client: Add a Client Photo
• Client: Add Enrollments
• Client: Add Contacts
• Client: Add a New Contract
• Client: Edit or Terminate Client Record
• Client: Notes & Issues Tab